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CLIENT SERVICE OFFICER

A trusted member of the client team and deeply connected to deliver the growth and success of an assigned portfolio. Lead end-to-end onboarding and maintenance activities for new and existing clients. Act with a sense of urgency a...

CompanyTexas Capital Bank
AddressRichardson, TX
CategoryInformation Technology
Job typeFull-Time
Date Posted 2 weeks ago See detail

Client Service Officer

Texas Capital Bank

Richardson, TX

A trusted member of the client team and deeply connected to deliver the growth and success of an assigned portfolio. Lead end-to-end onboarding and maintenance activities for new and existing clients. Act with a sense of urgency a...

Private Equity, Operations Client Service, Officer

State Street

Sacramento, CA

Not disclosed

Maintaining the general ledger for various fund entities. Preparing supporting work papers for financial statements, portfolio schedules and capital account allocations. Preparing financial statements and footnote disclosures. Ana...

Client Services Officer I

Heritage Bank Of Commerce

Livermore, CA

Act as a key liaison with clients: Conduct client service activities including handling client requests, completing transfers, assisting with wires, etc. Deliver and provide tier 1 support for basic cash management solutions (basi...

Office Manager/Client Services Coordinator

Invision Communications Inc.

New York, NY

Continuously think of ways to improve employee experiences and brainstorm new ways to update office processes. Manage incoming guests, by phone or in person in a professional and helpful manner. Maintain a fun, energetic, and posi...

Alternative Investments - Senior Vice President, Middle Office Client Service Director

Bny Mellon

Lake Mary, FL

Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Uses developed communication skills to deliver high quality service...

Alpha Middle Office Client Service, Assistant Vice President

State Street

Sylvania, PA

Not disclosed

North America lead of Alpha MO Client Service team covering multiple complex clients across all facets of the MO relationship. Lead by example in creating a culture of openness, high-performance, and change. Accountable to the Alp...

Client Service Representative

Vca Animal Hospitals

New York, NY

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

Client Service Representative

Vca Animal Hospitals

Abingdon, VA

ESSENTIAL FUNCTIONS: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and confirming appointments Placing outbound calls for follow-ups...

IT Officer, Client Services I - Information Technology

World Bank

United States

ITS shapes its strategy in response to changing business priorities and leverages new technologies to achieve three high-level business outcomes: business enablement, by providing Bank Group units with innovative digital tools and...

IT Officer, Client Services I - Information Technology

World Bank

Washington, United States

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Client Services/Back Office Rep - N. Fort Worth

Cornerstone Staffing

Fort Worth, TX

Agent will receive mail on a daily basis and will need to be able to sort through and identify various types of checks (insurance total loss, suspense) based on training provided Determine if a check is acceptable or unacceptable...

Client Service Associate - Life and related insurance (In office - NYC)

Nfp

New York, NY

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...

Office Manager - Client Services - Sales Assistant to an RIA

Pacific Financial Planners, Llc

Laguna Niguel, CA

Safe work environment. Flexible working hours. On-the-job training. Relaxed atmosphere. Casual work attire. Assist and support the Office Manager and financial advisor. Answer client calls and respond to client requests, routing c...

Client Service Representative-GSA

Bsc America/Bel Air Auto Auction

Bel Air, MD

$30.7K - $38.9K a year

401(k). 401(k) matching. Dental insurance. Employee assistance program. Health insurance. Health savings account. Life insurance. Paid time off. Paid training. Referral program. Tuition reimbursement. Vision insurance. 8 hour shif...

Veterinary Client Service Representative

Dundee Animal Hospital

Dundee, IL

From $15 an hour

handling a high volume of calls throughout the day. appointment scheduling & confirmation. taking prescription requests in person/over the phone/via fax. updating electronic patient records & attaching records/images. checking in/...

Assistant Veteran Services Officer

Williamson County

Georgetown, TX

$22.49 - $25.14 an hour

Provides counseling related to disability and/or pension benefits. Conducts initial veteran eligibility assessment, interviews veteran, dependents and/or survivors Reviews and analyzes documentation, determines benefits, establish...

Bank Loan Servicing, Officer

State Street

Irvine, CA

Not disclosed

Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff. Primary contact and key escalation point for operational issues, provide technical exper...

Operations Client Service Associate 2

State Street

Sacramento, CA

Not disclosed

Perform for operational tasks. Focus on processing for day to day business in hedge fund accounting. Work with managers on client specific projects and initiatives. Learn and understand the operating environment and help managemen...

Career Services Officer

Georgetown University

Washington, United States

Support the Associate Director for Career Services and the External Relations team to expand the Careers service offering on campus. Contribute to the development of a range of services, related to employer and graduate school pro...

Client Service Representative

Magellan Financial

Biloxi, MS

$60,000 - $80,000 a year

Masterful handling of annuity and life insurance applications, ensuring precision and client satisfaction. Expert management of new account paperwork and ACAT processes, contributing to our seamless client onboarding experience. C...

Retirement Plan Client Services Technician

Sentry Insurance

Goldsboro, NC

$41.4K - $52.4K a year

Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines Monitor incoming email and voice messages while corresponding with clients to provide accurate in...

Community Service Officer II

Harper College

Palatine, IL

Schedule Information: Initial field training will be day, evening, and midnight shifts. Once successful field training is completed, shift will be assigned based on the needs of the Department. Shift Differential pay may apply.Ben...

Associate Director, Health & Benefits, Client Service Team

Willis Towers Watson

Illinois, United States

Serving as lead project manager for clients; materially contributing to project plan creation and leading the team on delivery; ensuring progress against established objectives, budgets, timelines, deliverables and quality standar...

Director, Health & Benefits, Client Service Team

Willis Towers Watson

Minnesota, United States

Leading the Client Service Team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards. Proactively advising clients and ensuring the...

Client Service Associate

Escalon Services, Inc.

San Mateo, CA

$61.8K - $78.3K a year

Bachelors degree required. At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs. Excellent written and verbal communication skills. St...

Head of Client Services, North America

The Social Element

Chicago, IL

$57.9K - $73.4K a year

Lead and develop high value relationships with our incredible clients: Youll build and sustain senior and executive-level relationships with client partners, becoming a trusted marketing partner through a strong understanding of...

Veterinary Client Service Representative

England Animal Hospital

Fairhaven, MA

Up to $19 an hour

Veterinary Client Service Representative. No. 401(k). 401(k) matching. Dental insurance. Employee assistance program. Employee discount. Flexible schedule. Health insurance. Health savings account. Life insurance. Paid time off. R...

Client Service Agent

Fox Insurance & Investments

New Albany, IN

From $24 an hour

Paid time off. Day shift. Monday to Friday. Customer service: 3 years (Required). Property & Casualty License (Required)....

Client Service Rep (Entry Level CSR)

Burletto, Inc

Uniondale, NY

$900 - $1,500 a week

Acquiring and establishing new accounts. Meeting and retaining existing clients. Conduct presentations customized to the needs of the individual. Attending business meetings for product knowledge, training, development, and networ...

Veterinary Receptionist - Client Service Representative

Sunset Veterinary Clinic

Edmond, OK

$14 - $17 an hour

401(k). 401(k) matching. Dental insurance. Employee discount. Flexible schedule. Health insurance. Life insurance. Paid time off. Professional development assistance. Referral program. Retirement plan. Vision insurance. 10 hour sh...